CFP®, Partner, Financial Guide Solutions Team at Charter Oak Financial

• Jun 2011 - Present

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or the sale of a business, I promise you a new level of attention, insight and capability. I offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. I take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working together, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, I will work with you over time to monitor your progress and help ensure you are on track to achieving your goals. Specialties: Advisory services Retirement analysis and programs Estate strategies Employee benefit and retention services Business continuation strategies Trust services ***I am a registered representative of and offer securities and investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 2321 Whitney Avenue, Suite 402, Hamden, CT 06518, (203) 288-5700. I am licensed to sell insurance in: AZ, FL, CT, GA, LA, MA, MD, NC, NJ, NY, OH, SC, TN, VA, VT and securities in: AZ, CA, CO, CT, FL, GA, ID, MA, MD, ME, MI, NH, NJ, NY, NC, OH, PA, SC, TN, TX, VT. Show less

Owner DRU Stock Inc. NYSE Member Firm, Floor Broker

• 1997 - Apr 2011

NYSE Member, Floor Broker

• 1993 - 1997

NYSE Specialist, Floor Trading Assistant

• 1984 - 1993